Mark Mowrey Portfolio
Invests via Signature Resources Capital Management LLC | Managed by Mark Mowrey
Invests via Signature Resources Capital Management LLC
Managed by Mark Mowrey
Automatically Tracked
Mark Mowrey Profile
Mark Mowrey leverages a diverse background in technology and entrepreneurship to drive innovation within the investment landscape. With a strong track record in scaling tech-focused ventures, he has become an influential figure known for identifying emerging market opportunities and fostering growth. His experience spans multiple sectors where he has successfully built teams that enhance operational efficiency while delivering unique solutions tailored to evolving consumer needs. Mowrey's ability to integrate cutting-edge technology with sound business practices positions him as a critical player at the intersection of investment and entrepreneurial development.
Mark Mowrey leverages a diverse background in technology and entrepreneurship to drive innovation within the investment landscape. With a strong track record in scaling tech-focused ventures, he has become an influential figure known for identifying emerging market opportunities and fostering growth. His experience spans multiple sectors where he has successfully built teams that enhance operational efficiency while delivering unique solutions tailored to evolving consumer needs. Mowrey's ability to integrate cutting-edge technology with sound business practices positions him as a critical player at the intersection of investment and entrepreneurial development.
Investment Philosophy & Strategy
Innovation serves as the cornerstone of Mark Mowrey's investment philosophy, manifesting in his commitment to harness disruptive technologies across various sectors. His strategic lens focuses on leveraging tech advancements that reshape consumer experiences and create market differentiation. Drawing from substantial entrepreneurial expertise, he adeptly navigates complex ecosystems to uncover unique investment opportunities while fostering collaboration among talented teams. With a keen understanding of operational excellence, his approach aligns capital deployment with innovative potential to maximize long-term value creation.
Innovation serves as the cornerstone of Mark Mowrey's investment philosophy, manifesting in his commitment to harness disruptive technologies across various sectors. His strategic lens focuses on leveraging tech advancements that reshape consumer experiences and create market differentiation. Drawing from substantial entrepreneurial expertise, he adeptly navigates complex ecosystems to uncover unique investment opportunities while fostering collaboration among talented teams. With a keen understanding of operational excellence, his approach aligns capital deployment with innovative potential to maximize long-term value creation.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
51.64%
Gain -0.68%
Monthly
1.36%
Yearly
17.65%
Drawdown
14.16%
$248.17M
Equity
Holdings
$248.17M
Investment
$201.48M
$53.75M
Profit -$1.01M
Realized
$7.06M
Unrealized
$46.69M
Dividends
$7.8M
Goals
Avg. 44.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.68%
Profit
-$1.01M
Win %
67%
This Week
Compared To Last Week
Gain
-0.48%
Profit
-$1.2M
Win %
67%
This Month
Compared to last month
Gain
-2.19%
Profit
-$5.54M
Win %
67%
This Year
Compared to last year
Gain
-2.16%
Profit
-$5.47M
Win %
69%
TER Teradyne, Inc.
+9.29%
+$620 
WDC Western Digital Corporation
+8.72%
+$42.51 
LITE Lumentum Holdings Inc.
+7.34%
+$1,123.6 
MU Micron Technology, Inc.
+7.34%
+$3,111.01 
AMAT Applied Materials, Inc.
+7.21%
+$2,350.42 
KEEL Keel Infrastructure Corp.
+7%
+$392.68 
INTC Intel Corporation
+6.79%
+$11,435.73 
MMM 3M Company
+6.49%
+$134.16 
ORLY O'Reilly Automotive Inc.
+6.16%
+$416.8 
MRVL Marvell Technology, Inc.
+5.91%
+$1,670.4 
CRCL Circle Internet Group, Inc.
+5.9%
+$11.58 
LRCX Lam Research Corporation
+5.81%
+$173,126.17 
ARM Arm Holdings plc American Depositary Receipt
+5.6%
+$2,838.8 
RGTI Rigetti Computing Inc
+5.32%
+$758 
STM STMicroelectronics N.V.
+5.31%
+$328 
COIN Coinbase Global, Inc.
+5.27%
+$642.2 
KLAC KLA Corporation
+5.23%
+$760.55 
GLW Corning Incorporated
+5.14%
+$843.16 
SOXX iShares Semiconductor ETF
+4.91%
+$11,587.5 
AMD Advanced Micro Devices, Inc.
+4.86%
+$205,635.14 
BAI iShares A.I. Innovation and Tech Active ETF
+4.75%
+$180.67 
GEV GE Vernova Inc.
+4.56%
+$590.64 
TQQQ ProShares UltraPro QQQ
+4.51%
+$1,342 
ASTS AST SpaceMobile, Inc.
+4.48%
+$1,403.22 
PPTA Perpetua Resources Corp.
+4.44%
+$118.53 
KEYS Keysight Technologies, Inc.
+4.36%
+$752.95 
HOOD Robinhood Markets, Inc.
+4.31%
+$12.84 
TXN Texas Instruments Inc
+4.07%
+$1,420.65 
FCX Freeport-McMoRan Inc.
+4.03%
+$1,613.97 
SMH VanEck Semiconductor ETF
+3.98%
+$4,743.51 
CLSK CleanSpark, Inc.
+3.95%
+$128.82 
HAS Hasbro Inc.
+3.95%
+$173.88 
SWKS Skyworks Solutions Inc.
+3.69%
+$72.77 
Q Qnity Electronics Inc.
+3.69%
+$357.12 
NVS Novartis AG Sponsored ADR
+3.66%
+$246.15 
PSLV Sprott Physical Silver Trust
+3.65%
+$59.4 
VRT Vertiv Holdings Co
+3.62%
+$1,056 
COPX Global X Copper Miners ETF
+3.6%
+$7.98 
SLV iShares Silver Trust
+3.56%
+$177.87 
APH Amphenol Corporation
+3.51%
+$432.96 
ADI Analog Devices, Inc.
+3.43%
+$345.06 
OKLO Oklo Inc.
+3.37%
+$1.4 
CRWV CoreWeave, Inc.
+3.37%
+$123 
CAT Caterpillar Inc.
+3.23%
+$23,698 
MTUM iShares MSCI USA Momentum Factor ETF
+3.18%
+$3,755.7 
QUBT Quantum Computing Inc.
+3.16%
+$129.75 
AVGO Broadcom Inc.
+3.11%
+$9,780.87 
ETH Ethan Allen Interiors Inc
+3.08%
+$76.14 
TCNNF Trulieve Cannabis Corp.
+3.07%
+$78.84 
STLD Steel Dynamics Inc.
+3.06%
+$14.11 
QETH Invesco Galaxy Ethereum ETF
+3.06%
+$25.76 
SES SES AI Corporation
+3.04%
+$13.28 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+3.01%
+$1,947.18 
LUNR Intuitive Machines, Inc.
+2.96%
+$410 
CCOI Cogent Communications Holdings, Inc.
+2.9%
+$1.08 
MARA MARA Holdings Inc
+2.87%
+$124.28 
SPMO Invesco S&P 500 Momentum ETF
+2.77%
+$12 
CMI Cummins Inc.
+2.71%
+$86.6 
QRVO Qorvo Inc.
+2.67%
+$297.37 
USAR USA Rare Earth, Inc.
+2.63%
+$60 
VELO Velo3D, Inc.
+2.6%
+$65 
QTUM Defiance Quantum ETF
+2.59%
+$135.42 
BHP BHP Group Ltd.
+2.58%
+$212.16 
ARWR Arrowhead Pharmaceuticals Inc.
+2.51%
+$324 
NVDA NVIDIA Corporation
+2.5%
+$17,722.82 
ESGE iShares ESG Aware MSCI EM ETF
+2.49%
+$77.47 
ANET Arista Networks, Inc.
+2.46%
+$807.04 
RL Ralph Lauren Corporation
+2.42%
+$72.88 
IXN iShares Global Tech ETF
+2.41%
+$6,259.5 
URA Global X Uranium ETF
+2.38%
+$2.76 
QS QuantumScape Corp
+2.38%
+$28 
SERV Serve Robotics Inc.
+2.31%
+$15 
IEMG iShares Core MSCI Emerging Markets ETF
+2.29%
+$3,095.73 
AVSE Avantis Responsible Emerging Markets Equity ETF
+2.27%
+$3,642.31 
DFAE Dimensional Emerging Core Equity Market ETF
+2.25%
+$11,455.92 
HUBB Hubbell Inc.
+2.24%
+$206.53 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+2.23%
+$169.12 
XLK State Street Technology Select Sector SPDR ETF
+2.22%
+$171.36 
SPCX Space Exploration Technologies Corp. Class A
+2.19%
+$1,151.94 
REMX VanEck Rare Earth and Strategic Metals ETF
+2.19%
+$7.65 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+2.19%
+$78,261.15 
AVEM Avantis Emerging Markets Equity ETF
+2.17%
+$142,167.08 
TNA Direxion Daily Small Cap Bull 3X Shares
+2.17%
+$31.29 
SLDP Solid Power, Inc.
+2.17%
+$37.5 
ROK Rockwell Automation, Inc.
+2.11%
+$29.07 
RIOT Riot Platforms, Inc.
+2.11%
+$63.84 
PWR Quanta Services Inc.
+2.08%
+$39.45 
CEG Constellation Energy Corporation
+2.07%
+$194.25 
BITO ProShares Bitcoin ETF
+2.04%
+$0.18 
ETHE Grayscale Ethereum Trust ETF
+2.02%
+$5.89 
WPM Wheaton Precious Metals Corp.
+2.02%
+$209.5 
FTEC Fidelity MSCI Information Technology Index ETF
+2%
+$1,089.42 
GBTC Grayscale Bitcoin Trust ETF
+1.98%
+$250 
LCID Lucid Group, Inc.
+1.97%
+$182 
BTC Grayscale Bitcoin Mini Trust ETF
+1.94%
+$173.04 
NEM Newmont Corporation
+1.94%
+$53.63 
FDX FedEx Corporation
+1.93%
+$53.28 
VGT Vanguard Information Technology ETF
+1.92%
+$260.4 
FETH Fidelity Ethereum Fund
+1.9%
+$16.56 
IBIT iShares Bitcoin Trust
+1.9%
+$1,087.8 
BITB Bitwise Bitcoin ETF
+1.9%
+$33.5 
SPEM SPDR Portfolio Emerging Markets ETF
+1.88%
+$119.77 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+1.87%
+$9.54 
DRIV Global X Autonomous & Electric Vehicles ETF
+1.86%
+$142.38 
RXO Rxo Inc.
+1.84%
+$98.05 
NUE Nucor Corporation
+1.8%
+$8.31 
JGRO JPMorgan Active Growth ETF
+1.76%
+$74.98 
B BARRICK MINING CORP Common Stock (ABR0)
+1.75%
+$197.03 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.72%
+$192.15 
GS The Goldman Sachs Group, Inc.
+1.72%
+$3,694.24 
CGGO Capital Group Global Growth Equity ETF
+1.69%
+$24,895.86 
SCHE Schwab Emerging Markets Equity ETF
+1.69%
+$1,304.94 
AVDV Avantis International Small Cap Value ETF
+1.66%
+$8.45 
JEDI Defiance Drone & Modern Warfare ETF
+1.65%
+$164.19 
CRI Carter's Inc.
+1.65%
+$6.82 
FTNT Fortinet Inc.
+1.63%
+$138.86 
FLJP Franklin FTSE Japan ETF
+1.58%
+$47.58 
LTH Life Time Group Holdings Inc.
+1.58%
+$83.75 
PH Parker-Hannifin Corporation
+1.58%
+$29.97 
PICK iShares MSCI Global Metals & Mining Producers ETF
+1.57%
+$41.36 
CSCO Cisco Systems, Inc.
+1.56%
+$12,437.25 
VWO Vanguard FTSE Emerging Markets ETF
+1.55%
+$1,621.8 
EMR Emerson Electric Co.
+1.55%
+$339.2 
QQQ Invesco QQQ Trust, Series 1
+1.51%
+$6,617.08 
QCOM QUALCOMM Incorporated
+1.5%
+$2,682.88 
QQQM Invesco NASDAQ 100 ETF
+1.49%
+$2,117.22 
APD Air Products and Chemicals, Inc.
+1.45%
+$9,344.08 
RIVN Rivian Automotive, Inc.
+1.45%
+$822 
XMMO Invesco S&P MidCap Momentum ETF
+1.45%
+$363.06 
KNX Knight-Swift Transportation Holdings Inc.
+1.44%
+$6.54 
CGXU Capital Group International Focus Equity ETF
+1.43%
+$25,146.03 
WDS Woodside Energy Group Ltd American Depositary Receipt
+1.43%
+$11.16 
AMC AMC Entertainment Holdings, Inc.
+1.42%
+$60.06 
PXH Invesco FTSE RAFI Emerging Markets ETF
+1.42%
+$1.6 
SPHQ Invesco S&P 500 Quality ETF
+1.42%
+$3.6 
VONG Vanguard Russell 1000 Growth Fund
+1.41%
+$114.18 
PAVE Global X U.S. Infrastructure Development ETF
+1.38%
+$6.16 
IWF iShares Russell 1000 Growth ETF
+1.38%
+$4,276.8 
DOW Dow Inc.
+1.38%
+$43.16 
F Ford Motor Company
+1.36%
+$376.58 
SCHA Schwab U.S. Small-Cap ETF
+1.36%
+$5,704 
HLT Hilton Worldwide Holdings Inc.
+1.36%
+$92.19 
IP International Paper Company
+1.32%
+$33.6 
DE Deere & Company
+1.32%
+$38.62 
ODFL Old Dominion Freight Line, Inc.
+1.31%
+$63.84 
MS Morgan Stanley
+1.29%
+$122.4 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+1.29%
+$646.95 
PK Park Hotels & Resorts Inc.
+1.28%
+$8.17 
VEU Vanguard FTSE All-World ex-US ETF
+1.28%
+$343.91 
RIO Rio Tinto Plc Sponsored ADR
+1.27%
+$107.35 
DBC Invesco DB Commodity Index Tracking Fund
+1.23%
+$168.88 
ARKK ARK Innovation ETF Fund
+1.22%
+$10.98 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.22%
+$116.15 
C Citigroup Inc.
+1.21%
+$153.94 
GE General Electric Company
+1.19%
+$312.62 
SSO ProShares Ultra S&P500
+1.18%
+$21.94 
PLUG Plug Power Inc.
+1.17%
+$75 
ICLN iShares Global Clean Energy ETF
+1.16%
+$60.27 
BLCR iShares Large Cap Core ACT ETF
+1.16%
+$39.76 
FENI Fidelity Enhanced International ETF
+1.15%
+$125.12 
DD DuPont de Nemours, Inc.
+1.14%
+$74.16 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.13%
+$1,200.8 
PHYS Sprott Physical Gold Trust
+1.12%
+$41.82 
HWM Howmet Aerospace Inc.
+1.11%
+$135.9 
MAR Marriott International Inc. - Class A
+1.11%
+$480.26 
GLD SPDR Gold Shares
+1.1%
+$332.1 
IAU iShares Gold Trust
+1.1%
+$1,110.54 
ATMU Atmus Filtration Technologies Inc.
+1.1%
+$2.22 
GLDM SPDR Gold MiniShares Trust
+1.1%
+$52.2 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.1%
+$3,906.4 
APO Apollo Global Management, Inc.
+1.09%
+$6.45 
FNDF Schwab Fundamental International Large Company Index ETF
+1.09%
+$807.54 
IUSG iShares Core S&P U.S. Growth ETF
+1.09%
+$380 
ALK Alaska Air Group Inc.
+1.08%
+$50 
SCHF Schwab International Equity ETF
+1.08%
+$6,183.96 
EMMF WisdomTree Emerging Markets Multifactor Fund
+1.07%
+$87.77 
VOOG Vanguard S&P 500 Growth ETF
+1.07%
+$287.1 
CVE Cenovus Energy Inc.
+1.06%
+$150 
AVSU Avantis Responsible U.S. Equity ETF
+1.06%
+$7,746.4 
PCAR PACCAR Inc.
+1.05%
+$43.23 
XPO XPO Inc.
+1.04%
+$210.24 
ORCL Oracle Corporation
+1.02%
+$5,479.56 
SYF Synchrony Financial
+1.02%
+$12.75 
EFG iShares MSCI EAFE Growth ETF
+1.02%
+$118.58 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.01%
+$109.14 
PSX Phillips 66
+1.01%
+$575.28 
FMAT Fidelity MSCI Materials Index ETF
+1.01%
+$31.92 
DFIS Dimensional International Small Cap ETF
+1%
+$106.4 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.99%
+$144.8 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.98%
+$361.62 
TSLA Tesla, Inc.
+0.98%
+$10,165.73 
FIDU Fidelity MSCI Industrials Index ETF
+0.97%
+$509.68 
IWO iShares Russell 2000 Growth ETF
+0.96%
+$180.5 
CTA Simplify Managed Futures Strategy ETF
+0.95%
+$239.17 
SU Suncor Energy Inc.
+0.95%
+$165.2 
UNFI United Natural Foods Inc.
+0.95%
+$46 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.95%
+$4,818.48 
LUV Southwest Airlines Co.
+0.94%
+$10.01 
WWW Wolverine World Wide Inc.
+0.94%
+$87.5 
CGGR Capital Group Growth ETF
+0.93%
+$32,010.66 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+0.92%
+$69.69 
XLI Industrial Select Sector SPDR Fund
+0.92%
+$177.12 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
+0.92%
+$2.42 
ITW Illinois Tool Works Inc.
+0.92%
+$102.5 
CGIE Capital Group International Equity ETF
+0.92%
+$103.62 
IMCG iShares Morningstar Mid-Cap Growth ETF
+0.91%
+$1.72 
SCHV Schwab U.S. Large-Cap Value ETF
+0.9%
+$675.45 
EFV iShares MSCI EAFE Value ETF
+0.89%
+$434.01 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.89%
+$89.1 
SCHC Schwab International Small-Cap Equity ETF
+0.88%
+$37.38 
SHEL Shell plc
+0.88%
+$105.64 
UPS United Parcel Service, Inc.
+0.88%
+$59.7 
AVSD Avantis Responsible International Equity ETF
+0.87%
+$4,478.1 
VT Vanguard Total World Stock ETF
+0.87%
+$1,175.85 
EFA iShares MSCI EAFE ETF
+0.87%
+$98.45 
AME Ametek Inc.
+0.87%
+$55.35 
SNA Snap-on Inc.
+0.87%
+$10.63 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.86%
+$253.96 
XLG Invesco S&P 500 Top 50 ETF
+0.86%
+$39.37 
VUG Vanguard Growth ETF
+0.86%
+$4,742.08 
DFSI Dimensional International Sustainability Core 1 ETF
+0.84%
+$1,879.86 
DAL Delta Air Lines, Inc.
+0.84%
+$407.54 
DFIV Dimensional International Value ETF
+0.83%
+$139.08 
FNDC Schwab Fundamental International Small Company Index ETF
+0.83%
+$33.15 
MGK Vanguard Mega Cap Growth ETF
+0.83%
+$795.6 
THRO iShares U.S. Thematic Rotation Active ETF
+0.83%
+$52.15 
MPC Marathon Petroleum Corporation
+0.82%
+$923 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.82%
+$14.52 
CGUS Capital Group Core Equity ETF
+0.82%
+$33,795 
IEFA iShares Core MSCI EAFE ETF
+0.82%
+$2,463.24 
BP BP p.l.c. Sponsored ADR
+0.81%
+$326.4 
SHOO Steven Madden Ltd.
+0.81%
+$504.35 
AVGE FRCL 3 2022Q3 Hb Float
+0.81%
+$0.79 
DX Dynex Capital Inc.
+0.8%
+$82.95 
SBRA Sabra Health Care REIT, Inc.
+0.8%
+$1.92 
UDR UDR Inc.
+0.78%
+$4.96 
VGK Vanguard FTSE Europe ETF
+0.78%
+$49.64 
CNQ Canadian Natural Resources Limited
+0.77%
+$194.48 
JPM JPMorgan Chase & Co.
+0.77%
+$1,760.64 
APLE Apple Hospitality REIT, Inc.
+0.77%
+$21.84 
VIS Vanguard Industrials ETF
+0.77%
+$362.94 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
+0.77%
+$79.87 
CBOE Cboe Global Markets Inc.
+0.76%
+$18.95 
SPG Simon Property Group, Inc.
+0.75%
+$8.6 
OWL Blue Owl Capital Inc.
+0.75%
+$2.66 
VOT Vanguard Mid-Cap Growth ETF
+0.74%
+$82.27 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.74%
+$42.9 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+0.72%
+$35.34 
HGER Harbor Commodity All-Weather Fund
+0.72%
+$4.83 
IJH iShares Core S&P Mid-Cap ETF
+0.72%
+$527.58 
CTVA Corteva Inc.
+0.71%
+$90.52 
SAMT Strategas Macro Thematic Opportunities ETF
+0.71%
+$94.55 
MDGL Madrigal Pharmaceuticals, Inc.
+0.71%
+$26.67 
VSNT Versant Media Group, Inc.
+0.71%
+$3.31 
DFAI Dimensional International Core Equity Market ETF
+0.71%
+$29,631.33 
DUHP Dimensional US High Profitability ETF
+0.71%
+$119.48 
BROS Dutch Bros Inc.
+0.69%
+$12.88 
RXRX Recursion Pharmaceuticals, Inc.
+0.69%
+$0.76 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+0.69%
+$48.3 
IWM iShares Russell 2000 ETF
+0.68%
+$58 
META Meta Platforms Inc Class A
+0.68%
+$2,970.24 
AVUV Avantis U.S. Small Cap Value ETF
+0.68%
+$3,439.95 
TDG TransDigm Group Inc.
+0.68%
+$8.22 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.67%
+$1,034.25 
BKR Baker Hughes Company
+0.66%
+$16.06 
NLY Annaly Capital Management, Inc.
+0.66%
+$17.55 
DFUS Dimensional U.S. Equity Market ETF
+0.65%
+$3,501.18 
RITM Rithm Capital Corp.
+0.65%
+$27 
AVUS Avantis U.S. Equity ETF
+0.65%
+$276,721.3 
ERX Direxion Daily Energy Bull 2X Shares
+0.64%
+$76.56 
VXF Vanguard Extended Market ETF
+0.64%
+$10.59 
VB Vanguard Small-Cap ETF
+0.64%
+$223.72 
SOUN SoundHound AI Inc.
+0.64%
+$3.49 
SCHB Schwab U.S. Broad Market ETF
+0.63%
+$10,120.14 
IJR iShares Core S&P Small-Cap ETF
+0.63%
+$242.97 
SCHK Schwab 1000 Index ETF
+0.63%
+$11.21 
DFIC Dimensional International Core Equity Market ETF
+0.62%
+$89,769.69 
IVV iShares Core S&P 500 ETF
+0.61%
+$22,228.48 
DSI iShares MSCI KLD 400 Social ETF
+0.61%
+$0.85 
UTG Reaves Utility Income Fund
+0.61%
+$60 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.6%
+$20,965.14 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.6%
+$2,973.78 
SPY SPDR S&P 500 ETF Trust
+0.59%
+$2,980.34 
DFSV Dimensional US Small Cap Value ETF
+0.59%
+$756.93 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.58%
+$0.99 
VOO Vanguard S&P 500 ETF
+0.58%
+$3,033.6 
CDNS Cadence Design Systems, Inc.
+0.57%
+$39.48 
VBK Vanguard Small-Cap Growth ETF
+0.57%
+$144.04 
WMB The Williams Companies, Inc.
+0.57%
+$14.7 
HPQ HP Inc.
+0.56%
+$357.88 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.56%
+$3 
ESGU iShares ESG Aware MSCI USA ETF
+0.55%
+$110.7 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.55%
+$696.96 
SCHX Schwab U.S. Large-Cap ETF
+0.55%
+$141.76 
MGV Vanguard Mega Cap Value ETF
+0.54%
+$146.42 
IWV ISHARES RUSSELL 3000 ETF
+0.54%
+$14,546.4 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.54%
+$356.6 
OEF iShares S&P 100 ETF
+0.54%
+$149.11 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.52%
+$141,493.24 
WFC Wells Fargo & Company
+0.52%
+$578.7 
DFAU Dimensional US Core Equity Market ETF
+0.52%
+$32,414.27 
GM General Motors Company
+0.52%
+$37.83 
TROW T. Rowe Price Group, Inc.
+0.51%
+$217.77 
UPBD Upbound Group, Inc.
+0.51%
+$0.33 
IGRO iShares International Dividend Growth ETF
+0.5%
+$141.3 
HTGC Hercules Capital Inc.
+0.5%
+$22 
COP ConocoPhillips
+0.49%
+$457.71 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.48%
+$136.32 
MOH Molina Healthcare Inc.
+0.48%
+$5.55 
APUE ActivePassive U.S. Equity ETF
+0.48%
+$208.34 
QUAL iShares MSCI USA Quality Factor ETF
+0.48%
+$557.44 
BMO Bank of Montreal
+0.48%
+$60.35 
SBUX Starbucks Corporation
+0.48%
+$98.5 
DFSU Dimensional US Sustainability Core 1 ETF
+0.47%
+$4,028.86 
IDV iShares International Select Dividend ETF
+0.47%
+$3 
MET MetLife Inc.
+0.46%
+$13.76 
EQT EQT Corporation
+0.46%
+$30.37 
EOG EOG Resources, Inc.
+0.45%
+$90.24 
VO Vanguard Mid-Cap ETF
+0.45%
+$156.96 
XLE Energy Select Sector SPDR Fund
+0.45%
+$171.08 
APIE ActivePassive International Equity ETF
+0.45%
+$78.88 
FANG Diamondback Energy Inc
+0.44%
+$26.66 
DOV Dover Corporation
+0.43%
+$18.2 
VYM Vanguard High Dividend Yield ETF
+0.43%
+$41.4 
XBI SPDR S&P Biotech ETF
+0.42%
+$26.24 
TNL Travel + Leisure Co.
+0.41%
+$1.2 
CASY Casey's General Stores Inc.
+0.41%
+$17.7 
SNPS Synopsys, Inc.
+0.41%
+$20.02 
ABBV AbbVie Inc.
+0.4%
+$854.76 
DFAT Dimensional US Targeted Value ETF
+0.4%
+$145.6 
GXO GXO Logistics Inc.
+0.4%
+$59.64 
EQIX Equinix, Inc.
+0.4%
+$4.03 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.39%
+$471.75 
MCHI iShares MSCI China ETF
+0.38%
+$107.01 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.37%
+$150.1 
DMLP Dorchester Minerals, L.P.
+0.37%
+$50 
IWR iShares Russell Mid-Cap ETF
+0.36%
+$8.58 
PLD Prologis Inc.
+0.36%
+$59.89 
PANW Palo Alto Networks, Inc.
+0.36%
+$9.96 
DFAS Dimensional U.S. Small Cap ETF
+0.35%
+$217.84 
BAC Bank of America Corporation
+0.35%
+$439.95 
FENY Fidelity MSCI Energy Index ETF
+0.34%
+$16.72 
IFF International Flavors & Fragrances Inc.
+0.34%
+$8.84 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
+0.33%
+$0.18 
DFUV Dimensional US Marketwide Value ETF
+0.33%
+$65.88 
VTV Vanguard Value ETF
+0.33%
+$1,001.81 
CG The Carlyle Group Inc.
+0.32%
+$8.27 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.32%
+$140.14 
KMI Kinder Morgan, Inc.
+0.31%
+$6.3 
JEPI JPMorgan Equity Premium Income Fund
+0.3%
+$25.5 
ET Energy Transfer L.P.
+0.3%
+$19.8 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.29%
+$150.21 
STWD Starwood Property Trust Inc.
+0.27%
+$12.73 
WELL Welltower Inc.
+0.27%
+$7.92 
AMGN Amgen Inc.
+0.27%
+$83.95 
ROST Ross Stores, Inc.
+0.26%
+$21.7 
BLK BlackRock, Inc.
+0.26%
+$46.75 
IWN iShares Russell 2000 Value ETF
+0.26%
+$21.09 
DXUV Dimensional US Vector Equity ETF
+0.25%
+$792.88 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.25%
+$2.4 
PBT Permian Basin Royalty Trust
+0.24%
+$126 
CARR Carrier Global Corporation
+0.24%
+$29.44 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.24%
+$30 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.23%
+$16 
CVX Chevron Corporation
+0.23%
+$112.64 
LAND Gladstone Land Corporation
+0.23%
+$0.02 
T AT&T Inc.
+0.23%
+$156.55 
PRF Invesco FTSE RAFI US 1000 ETF
+0.22%
+$170.64 
EPD Enterprise Products Partners L.P.
+0.22%
+$11.39 
EIX Edison International
+0.21%
+$10.24 
TFC Truist Financial Corporation
+0.21%
+$1.26 
VTRS Viatris Inc.
+0.21%
+$1.33 
GSAT Globalstar, Inc.
+0.2%
+$16 
VIG Vanguard Dividend Appreciation ETF
+0.2%
+$38.07 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.2%
+$19.89 
BKMS BNY Mellon Municipal Short Duration ETF
+0.2%
+$17.5 
OGN Organon & Co.
+0.18%
+$1.2 
BMOP BNY Mellon Municipal Opportunities ETF
+0.18%
+$72.9 
EL The Estée Lauder Companies Inc. Class A
+0.18%
+$6.75 
BNY BlackRock New York Municipal Income Trust
+0.18%
+$462.28 
PFS Provident Financial Services Inc.
+0.17%
+$7.64 
COM Direxion Auspice Broad Commodity Strategy ETF
+0.16%
+$24.11 
FCOM Fidelity MSCI Communication Services Index ETF
+0.15%
+$61.27 
XAR SPDR S&P Aerospace & Defense ETF
+0.15%
+$67.6 
FALN iShares Fallen Angels USD Bond ETF
+0.15%
+$31.52 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.14%
+$13.65 
CSX CSX Corporation
+0.14%
+$36.47 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.14%
+$55.23 
FNF Fidelity National Financial, Inc.
+0.14%
+$32.48 
GRAL Grail, Inc.
+0.14%
+$0.19 
EMBX VanEck Emerging Markets Bond ETF
+0.14%
+$62.58 
FHN First Horizon Corporation
+0.14%
+$5.25 
MNST Monster Beverage Corporation
+0.14%
+$8.71 
HAUZ Xtrackers International Real Estate ETF
+0.13%
+$0.21 
SIZE iShares MSCI USA Size Factor ETF
+0.13%
+$8.05 
IWS iShares Russell Mid-Cap Value ETF
+0.13%
+$35.91 
KHC The Kraft Heinz Company
+0.12%
+$1.62 
VCR Vanguard Consumer Discretionary ETF
+0.12%
+$6.3 
WBD Warner Bros. Discovery, Inc.
+0.12%
+$17.76 
WU Western Union Co.
+0.12%
+$3.32 
DFAR Dimensional US Real Estate ETF
+0.11%
+$12.18 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.1%
+$39.2 
ITA iShares U.S. Aerospace & Defense ETF
+0.09%
+$36.75 
MQY BlackRock MuniYield Quality Fund, Inc.
+0.09%
+$1.06 
FUTY Fidelity MSCI Utilities Index ETF
+0.09%
+$2.65 
SCHH Schwab U.S. REIT ETF
+0.08%
+$3.88 
IUSV iShares Core S&P U.S. Value ETF
+0.08%
+$190.71 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.08%
+$5.16 
MSI Motorola Solutions, Inc.
+0.08%
+$3.84 
CRWD CrowdStrike Holdings, Inc.
+0.08%
+$10.8 
AVB AvalonBay Communities, Inc.
+0.07%
+$0.52 
RSP Invesco S&P 500 Equal Weight ETF
+0.06%
+$5.33 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+0.06%
+$8.94 
BKE Buckle Inc.
+0.06%
+$0.12 
IVE ISHARES S&P 500 VALUE ETF
+0.06%
+$6.11 
CMF iShares California Muni Bond ETF
+0.05%
+$1.79 
FITB Fifth Third Bancorp
+0.05%
+$3.12 
FLXR TCW Flexible Income ETF
+0.05%
+$27.62 
AVRE Avantis Real Estate ETF
+0.04%
+$0.12 
BINC iShares Flexible Income Active ETF
+0.04%
+$549.8 
BKMI BNY Mellon Municipal Intermediate ETF
+0.04%
+$83.58 
COF Capital One Financial Corporation
+0.03%
+$19.6 
RF Regions Financial Corporation
+0.03%
+$1.02 
VNQ Vanguard Real Estate ETF
+0.03%
+$5.07 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$4.33 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$1 
FCPT Four Corners Property Trust Inc.
+0.02%
+$0.14 
BNDX Vanguard Total International Bond ETF
+0.02%
+$0.23 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$0.05 
CVS CVS Health Corporation
+0.01%
+$0.02 
SHV iShares Short Treasury Bond ETF
+0.01%
+$0.11 
VOE Vanguard Mid-Cap Value ETF
+0.01%
+$0.82 
BPRE
0%
$0 
EMAT Evolution Metals & Technologies Corp.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
HTZWW Hertz Global Holdings, Inc. Warrant
0%
$0 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
SCHP Schwab U.S. TIPS ETF
0%
$0 
SCMB Schwab Municipal Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UNP Union Pacific Corporation
0%
$0 
WYNN Wynn Resorts, Limited
0%
$0 
RGEN Repligen Corporation
-10.99%
-$335.79 
GPC Genuine Parts Company
-9.31%
-$296.4 
NOC Northrop Grumman Corporation
-5.75%
-$662.75 
TMO Thermo Fisher Scientific Inc.
-4.95%
-$1,745.35 
ADBE Adobe Inc.
-4.77%
-$190.4 
VICR Vicor Corporation
-4.7%
-$542.5 
INTU Intuit Inc.
-4.34%
-$216.66 
HAL Halliburton Company
-4.17%
-$190.45 
MCO Moody's Corporation
-3.81%
-$269.92 
CSGP CoStar Group, Inc.
-3.38%
-$50.12 
TEAM Atlassian Corporation Class A
-3.18%
-$76.75 
WAT Waters Corporation
-2.97%
-$10.62 
NOW ServiceNow, Inc.
-2.94%
-$117.04 
A Agilent Technologies Inc.
-2.91%
-$341.1 
SHOP Shopify Inc.
-2.89%
-$64.8 
CRM Salesforce Inc
-2.83%
-$314.88 
LULU lululemon athletica inc.
-2.71%
-$37.92 
TRIP Tripadvisor Inc.
-2.57%
-$19.98 
KD Kyndryl Holdings Inc.
-2.54%
-$8.68 
TYL Tyler Technologies Inc.
-2.51%
-$103.74 
VRSK Verisk Analytics Inc.
-2.46%
-$34.72 
BSY Bentley Systems, Incorporated Class B
-2.38%
-$46.2 
ADP Automatic Data Processing Inc.
-2.2%
-$50.58 
LHX L3Harris Technologies, Inc.
-2.2%
-$154 
ILMN Illumina, Inc.
-2.17%
-$128.32 
AAPL Apple Inc.
-2.14%
-$31,552.91 
CHWY Chewy Inc.
-2.07%
-$45.5 
LMT Lockheed Martin Corporation
-1.96%
-$10,074.86 
ROP Roper Technologies Inc.
-1.94%
-$63.36 
IDXX IDEXX Laboratories, Inc.
-1.92%
-$129.6 
RMD ResMed Inc.
-1.91%
-$26.5 
YINN Direxion Daily FTSE China Bull 3x Shares
-1.9%
-$1,259.5 
CMG Chipotle Mexican Grill, Inc.
-1.8%
-$89.25 
NDAQ Nasdaq, Inc.
-1.72%
-$22.12 
TMUS T-Mobile US, Inc.
-1.69%
-$52.8 
FISV Fiserv, Inc.
-1.67%
-$95.15 
WCN Waste Connections Inc.
-1.66%
-$161.31 
DASH DoorDash, Inc.
-1.65%
-$68.67 
NKE Nike, Inc. - Class B
-1.62%
-$246.75 
SYK Stryker Corporation
-1.61%
-$262.14 
ICE Intercontinental Exchange, Inc.
-1.57%
-$37.91 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-1.56%
-$11.28 
OMC Omnicom Group Inc.
-1.52%
-$62.5 
VEEV Veeva Systems Inc.
-1.52%
-$11.98 
ZM Zoom Video Communications, Inc.
-1.51%
-$12.33 
GMED Globus Medical Inc.
-1.46%
-$27.75 
EMBC Embecta Corp.
-1.45%
-$0.05 
ROL Rollins, Inc.
-1.45%
-$18.85 
LYV Live Nation Entertainment, Inc.
-1.38%
-$122.5 
SNOW Snowflake Inc.
-1.38%
-$68.13 
WM Waste Management, Inc.
-1.33%
-$28.71 
GILD Gilead Sciences Inc.
-1.33%
-$460.2 
DLB Dolby Laboratories Inc.
-1.31%
-$26.6 
VLTO Veralto Corporation
-1.28%
-$30.94 
DFSB Dimensional Global Sustainability Fixed Income ETF
-1.26%
-$2,793.05 
VCYT Veracyte Inc.
-1.2%
-$1,393.29 
IHI iShares U.S. Medical Devices ETF
-1.19%
-$9 
IBM International Business Machines Corporation
-1.17%
-$530 
GEHC GE HealthCare Technologies Inc.
-1.16%
-$10.22 
DDOG Datadog, Inc. Class A Common Stock
-1.16%
-$73.12 
MTCH Match Group, Inc.
-1.13%
-$51.04 
VOYA Voya Financial Inc.
-1.12%
-$56 
ZBRA Zebra Technologies Corporation
-1.06%
-$44.96 
SBAC SBA Communications Corporation
-1.06%
-$5.79 
TRU TransUnion
-1.05%
-$24.36 
DG Dollar General Corporation
-1.03%
-$24.51 
MSFT Microsoft Corp.
-1.03%
-$13,092.1 
XLV Health Care Select Sector SPDR Fund
-1.02%
-$523.23 
FHLC Fidelity MSCI Health Care Index ETF
-1.02%
-$147.73 
IYH iShares U.S. Healthcare ETF
-1.01%
-$12.24 
DFGP Dimensional Global Core Fixed Income Fund
-1.01%
-$95,495.39 
TRV The Travelers Companies, Inc.
-1.01%
-$37.3 
OTIS Otis Worldwide Corporation
-1%
-$15.49 
V Visa Inc. Class A
-0.99%
-$199.35 
WRB W.R. Berkley Corporation
-0.98%
-$24.14 
ABT Abbott Laboratories
-0.97%
-$288.61 
PGR Progressive Corporation
-0.95%
-$32.16 
FOXA Fox Corporation
-0.94%
-$453.6 
NWSA News Corporation
-0.94%
-$86.12 
DRI Darden Restaurants, Inc.
-0.93%
-$144.8 
AMT American Tower Corporation
-0.9%
-$16.61 
JNJ Johnson & Johnson
-0.89%
-$1,774.21 
BDX Becton, Dickinson and Company
-0.89%
-$12.33 
CME CME Group Inc.
-0.88%
-$27.95 
AMZN Amazon.com Inc
-0.86%
-$7,918.56 
MDB MongoDB Inc.
-0.84%
-$2.73 
MDLZ Mondelez International, Inc.
-0.82%
-$49.5 
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
-0.81%
-$6.57 
CL Colgate-Palmolive Company
-0.81%
-$36.26 
VRTX Vertex Pharmaceuticals Incorporated
-0.8%
-$22.98 
TGT Target Corporation
-0.78%
-$3.27 
ZTS Zoetis Inc.
-0.77%
-$7.61 
JLL Jones Lang LaSalle Inc.
-0.77%
-$2.5 
GD General Dynamics Corporation
-0.76%
-$176.72 
CI The Cigna Group
-0.75%
-$74.9 
ELV Elevance Health, Inc.
-0.75%
-$388.96 
ALL Allstate Corporation
-0.74%
-$1.89 
CCI Crown Castle Inc.
-0.73%
-$7.47 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.73%
-$284,424.7 
SLB Schlumberger Limited
-0.73%
-$42.84 
AVDE Avantis International Equity ETF
-0.73%
-$125,566.35 
ISRG Intuitive Surgical, Inc.
-0.7%
-$17.43 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
-0.7%
-$131.41 
MCD McDonald's Corporation
-0.69%
-$213.44 
TREE LendingTree Inc.
-0.68%
-$0.9 
MA Mastercard Incorporated
-0.68%
-$211.19 
SNAP Snap Inc.
-0.66%
-$769.74 
ECL Ecolab Inc.
-0.64%
-$11.97 
GOOG Alphabet Inc
-0.63%
-$14,938.38 
GOOGL Alphabet Inc
-0.63%
-$10,939.5 
AVXC Avantis Emerging Markets Ex China ETF
-0.63%
-$14.16 
LNG Cheniere Energy Inc.
-0.62%
-$19.68 
INTF iShares International Equity Factor ETF
-0.61%
-$152.5 
PLTR Palantir Technologies Inc.
-0.61%
-$84.46 
CHTR Charter Communications Inc
-0.6%
-$7.02 
SG Sweetgreen Inc.
-0.6%
-$1.6 
PEP PepsiCo, Inc.
-0.6%
-$262.44 
COST Costco Wholesale Corporation
-0.59%
-$456.74 
AIG American International Group Inc.
-0.58%
-$58.12 
MO Altria Group, Inc.
-0.58%
-$62.64 
PVL Permianville Royalty Trust
-0.58%
-$6 
ULTA Ulta Beauty Inc.
-0.57%
-$36.4 
GIS General Mills, Inc.
-0.57%
-$10.75 
YUM Yum! Brands, Inc.
-0.57%
-$23.38 
MCK McKesson Corporation
-0.56%
-$251.1 
VAC Marriott Vacations Worldwide Corporation
-0.54%
-$1.59 
HCA HCA Healthcare Inc.
-0.54%
-$16 
FDXF FedEx Freight Holding Company Inc.
-0.54%
-$3.24 
HII Huntington Ingalls Industries Inc.
-0.53%
-$1.43 
WMT Walmart Inc.
-0.53%
-$410.64 
NET Cloudflare Inc.
-0.52%
-$49.35 
DOC Healthpeak Properties, Inc.
-0.52%
-$3.91 
MLM Martin Marietta Materials, Inc.
-0.51%
-$8.49 
VZ Verizon Communications Inc.
-0.49%
-$655.75 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$35.69 
HD The Home Depot, Inc.
-0.48%
-$737.6 
AXON Axon Enterprise, Inc.
-0.47%
-$1,490.48 
GLPI Gaming and Leisure Properties, Inc.
-0.47%
-$3.99 
IAC People Incorporated
-0.47%
-$11.34 
GEN Gen Digital Inc.
-0.47%
-$46.25 
LOW Lowe's Companies Inc.
-0.47%
-$120 
RBLX Roblox Corporation
-0.47%
-$3.5 
CVNA Carvana Co.
-0.47%
-$150 
PM Philip Morris International Inc.
-0.46%
-$209.15 
FG F&G Annuities & Life Inc.
-0.46%
-$3.78 
DHI D.R. Horton, Inc.
-0.45%
-$54.81 
ABNB Airbnb, Inc.
-0.45%
-$33.8 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.45%
-$68.64 
KDP Keurig Dr Pepper Inc.
-0.43%
-$21.84 
KO The Coca-Cola Company
-0.43%
-$1,859.55 
HUM Humana Inc.
-0.42%
-$10.05 
VFC V.F. Corporation
-0.41%
-$21 
ORI Old Republic International Corp.
-0.4%
-$10.2 
RTX RTX Corporation
-0.39%
-$57.75 
TSN Tyson Foods Inc.
-0.38%
-$6.6 
CMCSA Comcast Corp
-0.38%
-$30.69 
NFLX Netflix, Inc.
-0.37%
-$169.75 
PG Procter & Gamble Co
-0.37%
-$94.6 
XLC Communication Services Select Sector SPDR Fund
-0.37%
-$450.76 
BKNG Booking Holdings Inc.
-0.36%
-$16.37 
EXPE Expedia Group, Inc.
-0.36%
-$51.57 
FBT First Trust NYSE Arca Biotechnology Index Fund
-0.35%
-$22.62 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.35%
-$26.03 
DFLV Dimensional US Large Cap Value ETF
-0.35%
-$91.14 
IYK iShares U.S. Consumer Staples ETF
-0.34%
-$212.67 
XEL Xcel Energy Inc.
-0.33%
-$4.94 
AMP Ameriprise Financial, Inc.
-0.32%
-$13.24 
ED Consolidated Edison, Inc.
-0.31%
-$4.83 
WEC WEC Energy Group Inc.
-0.31%
-$0.7 
SCHW Charles Schwab Corporation
-0.3%
-$242.11 
DFNM Dimensional National Municipal Bond ETF
-0.3%
-$4,813.99 
BNL Broadstone Net Lease Inc.
-0.29%
-$14.82 
SPLV Invesco S&P 500 Low Volatility ETF
-0.28%
-$12.6 
PNW Pinnacle West Capital Corporation
-0.27%
-$26.97 
UBER Uber Technologies, Inc.
-0.27%
-$15.99 
MRNA Moderna, Inc.
-0.27%
-$7.52 
NEE NextEra Energy, Inc.
-0.27%
-$10.57 
CAH Cardinal Health Inc.
-0.27%
-$139.2 
DFVX Dimensional US Large Cap Vector ETF
-0.26%
-$315 
KRE SPDR S&P Regional Banking ETF
-0.25%
-$9.69 
DUK Duke Energy Corporation
-0.25%
-$52.39 
CLNE Clean Energy Fuels Corp.
-0.23%
-$5.5 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.21%
-$2.15 
PPL PPL Corporation
-0.2%
-$0.49 
LLY Eli Lilly and Company
-0.19%
-$37.75 
TLT iShares 20+ Year Treasury Bond ETF
-0.19%
-$27.36 
DFCA Dimensional California Municipal Bond ETF
-0.18%
-$9,861.57 
SMBS Schwab Mortgage-Backed Securities ETF
-0.18%
-$0.41 
EXC Exelon Corporation
-0.17%
-$7.2 
TRGP Targa Resources Corp.
-0.17%
-$3.84 
BMY Bristol-Myers Squibb Company
-0.17%
-$8.3 
ANGI Angi Inc. Class A Common Stock
-0.16%
-$0.28 
LRGF iShares U.S. Equity Factor ETF
-0.16%
-$253.68 
YUMC Yum China Holdings Inc.
-0.16%
-$1.96 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.15%
-$23.8 
BND Vanguard Total Bond Market Index Fund
-0.15%
-$27.83 
IEF iShares 7-10 Year Treasury Bond ETF
-0.15%
-$2.1 
MBB iShares MBS ETF
-0.15%
-$0.14 
SBR Sabine Royalty Trust
-0.15%
-$66 
XLF Financial Select Sector SPDR Fund
-0.14%
-$11.84 
PFE Pfizer Inc.
-0.14%
-$13.05 
APCB ActivePassive Core Bond ETF
-0.14%
-$8.96 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.13%
-$0.6 
LVS Las Vegas Sands Corp.
-0.13%
-$8.82 
BGRN iShares USD Green Bond ETF
-0.13%
-$39.48 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.12%
-$101.79 
WPC W. P. Carey Inc.
-0.12%
-$8.19 
JMTG JPMorgan Mortgage-Backed Securities ETF
-0.12%
-$40.14 
SMTH ALPS Smith Core Plus Bond ETF
-0.12%
-$12.42 
SCHD Schwab U.S. Dividend Equity ETF
-0.12%
-$99.79 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.11%
-$54.72 
AVMV Avantis U.S. Mid Cap Value ETF
-0.11%
-$595.17 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$161.35 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.11%
-$0.14 
NI NiSource Inc.
-0.11%
-$2.3 
D Dominion Energy, Inc.
-0.11%
-$12.07 
EVRG Evergy Inc.
-0.11%
-$1.71 
IWD iShares Russell 1000 Value ETF
-0.1%
-$68.08 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.1%
-$34.2 
OHI Omega Healthcare Investors Inc.
-0.1%
-$0.65 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.1%
-$324.05 
ILCG iShares Morningstar Growth ETF
-0.1%
-$19.8 
PSA Public Storage Common Stock
-0.1%
-$1.24 
VPLS Vanguard Core-Plus Bond ETF
-0.1%
-$45.83 
USB U.S. Bancorp
-0.1%
-$2.7 
DIS The Walt Disney Company
-0.09%
-$57.51 
PNC The PNC Financial Services Group, Inc.
-0.09%
-$8.6 
NLOP Net Lease Office Properties.
-0.09%
-$0.06 
SPIP SPDR Portfolio TIPS ETF
-0.08%
-$0.06 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.08%
-$0.19 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.08%
-$64.56 
DFEN Direxion Daily Aerospace & Defense Bull 3X Shares
-0.07%
-$0.05 
IBB iShares Biotechnology ETF
-0.07%
-$4.48 
USMV iShares MSCI USA Min Vol Factor ETF
-0.07%
-$99.47 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.07%
-$0.03 
WST West Pharmaceutical Services, Inc.
-0.07%
-$1.53 
HDV iShares Core High Dividend ETF
-0.07%
-$7.5 
AIZ Assurant Inc.
-0.07%
-$4.94 
HONA Honeywell Aerospace Inc.
-0.06%
-$0.37 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.06%
-$0.34 
NEAR iShares Short Maturity Bond ETF
-0.06%
-$68.61 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.05%
-$394.43 
TIP iShares TIPS Bond ETF
-0.05%
-$0.45 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.04%
-$6.7 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$160.92 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$25.65 
STIP iShares 0-5 Year TIPS Bond ETF
-0.04%
-$36.72 
AEP American Electric Power Company, Inc.
-0.04%
-$0.45 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$33.48 
RTO Rentokil Initial plc Sponsored ADR
-0.03%
-$0.85 
NSC Norfolk Southern Corporation
-0.03%
-$0.27 
FNCL Fidelity MSCI Financials Index ETF
-0.03%
-$17.78 
MRK Merck & Co., Inc.
-0.02%
-$47.1 
XLU Utilities Select Sector SPDR Fund
-0.02%
-$1.21 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$3.65 
CGSD Capital Group Short Duration Income ETF
-0.02%
-$10.64 
UNH UnitedHealth Group Incorporated
-0.02%
-$6.3 
DECK Deckers Outdoor Corporation
-0.01%
-$0.25 Events
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Dividends
Dividend Analysis
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| Trades 2561 | Longs Won 1597/2561 62% | Profit Factor 20.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $267,148.66 |
| Average Win $35,367.58 | Best Trade (Jul 22) $10.33M | Sharpe Ratio -11.19 |
| Average Loss -$2,831.84 | Worst Trade (Jul 20) -$698,140.98 | Z-Score 6.03 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 6d | Expectancy $20,988.73 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 90,909 | 81,818 | 72,727 | 63,636 | 54,545 | 45,455 | 36,364 | 27,273 | 18,182 | 9,091 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Mark Mowrey?
The largest contributions to the portfolio's profits come from the following stocks: Lam Research Corporation - $2.77M, Dimensional Short-Duration Fixed Income ETF - $2.1M, Dimensional U.S. Core Equity 2 ETF - $1.29M, Dimensional International Core Equity Market ETF - $1.07M, and Avantis U.S. Equity ETF - $1.06M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Albemarle Corporation - $86,417.67, Adobe Inc - $20,954.09, American Airlines Group Inc - $16,763, Fidelity Electric Vehicles and Future Transportation ETF - $8,716.58, and Intel Corporation - $8,516.74. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mark Mowrey's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.8M earned over time. The largest contributors to dividend income include Dimensional Short-Duration Fixed Income ETF - $2.1M, Avantis International Equity ETF - $801,006.94, Dimensional International Core Equity Market ETF - $776,364.63, Avantis U.S. Equity ETF - $750,104.06, and Dimensional U.S. Core Equity 2 ETF - $507,167.68. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mark Mowrey's monthly returns?
Mark Mowrey's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Mark Mowrey's strategy be considered aggressive or moderate?
Mark Mowrey's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Mark Mowrey's strategy?
Mark Mowrey's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
